|
1
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$17.6M
|
+$18.3M
|
+399,595
|
New
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$11M
|
+$3.47M
|
+75,722
|
+44%
|
|
|
3
|
FAS Wealth Partners
Leawood,
Kansas
|
$9.34M
|
+$2.9M
|
+63,393
|
+43%
|
|
|
4
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$7.51M
|
-$228K
|
-4,973
|
-3%
|
|
|
5
|
American Century Companies
Kansas City,
Missouri
|
$7.28M
|
+$3.39M
|
+74,006
|
+81%
|
|
|
6
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$6.08M
|
-$70.8K
|
-1,546
|
-1%
|
|
|
7
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$5.68M
|
+$837K
|
+18,271
|
+17%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$5.11M
|
+$3.44M
|
+75,061
|
+184%
|
|
|
9
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$4.84M
|
+$482K
|
+10,515
|
+11%
|
|
|
10
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$2.49M
|
+$2.59M
|
+56,448
|
New
|
|
|
11
|
Park Avenue Securities
New York
|
$2.04M
|
+$2.12M
|
+46,353
|
New
|
|
|
12
|
ML&R Wealth Management
Austin,
Texas
|
$1.38M
|
-$160K
|
-3,490
|
-10%
|
|
|
13
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.29M
|
+$103K
|
+2,250
|
+8%
|
|
|
14
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$1.17M
|
-$247K
|
-5,382
|
-17%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$1.15M
|
+$1.19M
|
+25,990
|
New
|
|
|
16
|
Atlas Wealth
Cincinnati,
Ohio
|
$956K
|
+$4.03K
|
+88
|
+0.4%
|
|
|
17
|
Tillman Hartley LLC
Denver,
Colorado
|
$904K
|
+$48.4K
|
+1,056
|
+5%
|
|
|
18
|
|
$872K
|
+$906K
|
+19,778
|
New
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$840K
|
+$872K
|
+19,039
|
New
|
|
|
20
|
LexAurum Advisors
Overland Park,
Kansas
|
$772K
|
+$802K
|
+17,508
|
New
|
|
|
21
|
WMS Partners
Towson,
Maryland
|
$617K
|
-$25.5K
|
-557
|
-4%
|
|
|
22
|
Farther Finance Advisors
San Francisco,
California
|
$528K
|
+$237K
|
+5,174
|
+76%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$520K
|
+$366
|
+8
|
+0.1%
|
|
|
24
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$512K
|
+$532K
|
+11,604
|
New
|
|
|
25
|
TRUADVICE
Sarasota,
Florida
|
$455K
|
+$489K
|
+10,672
|
New
|
|
